Task Management System

ConorBrown

Hi all.

I work as a paraplanner in the wealth planning division of a private bank and the team is due to grow considerably in the coming months so we are wanting to use a task management system to keep a log/track of all ongoing cases.

I am aware that most back office systems have this built-in but the issue we have is that we use an internally built CRM system for all client information and do not wish to port this to a new back office system.

Would anyone have used any task management systems that didn't require the full use of a back office software.

Any thoughts or comments on this would be greatly appreciated.

Steven_McBurnie

Hi Conor,

Have a look at:-
1. asana - https://asana.com/product
2. Basecamp - https://basecamp.com/#features
3. ClickUp - https://clickup.com/teams/operations
4. Monday.com - https://monday.com/ &
5. Trello - https://trello.com/

For more check out the 'Productivity' apps from the Woven Advice Market Map:- https://wovenmarketmap.com/

Best,
Steven

JoshuaKnight

If you have Office 365, the Planner app there is a reasonable Trello like / Kanban tool which you can customise.

ConorBrown

@Steven_McBurnie said:
Hi Conor,

Have a look at:-
1. asana - https://asana.com/product
2. Basecamp - https://basecamp.com/#features
3. ClickUp - https://clickup.com/teams/operations
4. Monday.com - https://monday.com/ &
5. Trello - https://trello.com/

For more check out the 'Productivity' apps from the Woven Advice Market Map:- https://wovenmarketmap.com/

Best,
Steven

Thanks for this Steven, it's really helpful!

ConorBrown

@JoshuaKnight said:
If you have Office 365, the Planner app there is a reasonable Trello like / Kanban tool which you can customise.

Thanks Joshua.

benjaminfabi

Hi,

I've tried all of these. My general rule has always been - if MS365 gives me a solution, try that first as I'm already paying for it. Planner is okay, but I don't use it. You should try it though. MS has a 'launch early, fail fast' approach with software, so I've had to temper my rule to adapt to the possibility that a feature I integrate across my business gets canned. Other SaaS providers where they only have one or two products don't tend to have this issue.

I currently use Basecamp and it's passable. Others are more detailed and could be better depending on use case so try several.

• None of them will do exactly what you want the way you want it.
• Focus on how the limitations will impact your workflow management.
• Pick the top two or three features that you think you'll benefit most from and build around those within the limitations elsewhere in the software.
• Review the marketplace every couple of years to see what's improved.

Ultimately though, a dedicated FS oriented back office system is going to offer you a whole lot more than task management, at not a massive amount more cost. I wouldn't rule it out.